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Cape Investment Advisory’s Invesco Water Resources ETF PHO Stock Holding History

Cape Investment Advisory’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.18K Buy
+75
New +$5.06K ﹤0.01% 1020

Other funds holding PHO

SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Cape Investment Advisory's PHO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco Water Resources ETF (PHO) in Q2 2026: 75 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings.

86 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

  • Cape Investment Advisory held 75 shares of Invesco Water Resources ETF worth $5.18K as of Q2 2026.
  • Invesco Water Resources ETF was a new Cape Investment Advisory position in Q2 2026.
  • Invesco Water Resources ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1020 holding.
  • 86 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.